View or print job-specific purchasing reports

Tekla EPM
2021
Tekla EPM Tekla EPM GO

View or print job-specific purchasing reports

You can create purchasing reports for a particular production control job.

Create job-specific purchasing report

  1. In the Production Control dialog box, click the Production Control ribbon tab.
  2. On the menu, select Purchasing > Reports.
  3. To limit the items that are included in the reports, in the Production Control Purchasing Report Filters dialog box, select a filter type in the Type list, and click Select.
  4. In the Filter dialog box, do one of the following depending on the filter type:
    • Click the arrow buttons to move the values that you want to include in the reports to the Included list.
    • Enter the maximum and minimum values for items that you want to include in the reports.
  5. Click OK.

    To further limit the items in the reports, repeat steps 5 to 7 for all necessary filter types.

  6. Click Make Report.
  7. In the Report Progress dialog box, click the report that you want to view or print.

View the purchasing report

In the Report Selection dialog box, click View.

The report opens in Tekla EPM Report Viewer.

You can use the Email Excel and Email PDF buttons at the top of the Tekla EPM Report Viewer window to email the report via Microsoft Outlook.

Print the purchasing report

  1. In the Report Selection dialog box, change the number of the printed copies by clicking the + and - buttons.
  2. Click Print.
  3. In the Select Printer dialog box, click a printer to select it.
  4. Click OK.
  5. To close the dialog box, click the Close button (X) in the upper-right corner.

Save a cut list

  1. Click Save Cut List.
  2. In the Job # list, select the job.
  3. In the Cut List Description field, either enter a description directly in the field, or click the arrow on the right side of the field to select an option in the list.
  4. Click the arrow on the right side of the Date Required field, and click a date in the calendar to select it.
  5. If you do not want anyone to make changes to the cut list, click the Lock Cut List check box to select it.
  6. Click Save To Cut List.

    Tekla EPM saves the cut list. You can use it in the selected production control job and with Remote Link.

  7. Click OK to close the Message dialog box.
  8. To close the dialog box, click the Close button (X) in the upper-right corner.
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